Overdue invoices, chased — politely, every morning.
Collections Clerk
Every morning at 7, it reads your open invoices and payment history, tiers what's overdue at 30, 60, and 90 days, and drafts a reminder for each customer — tone matched to how they usually pay. Every reminder waits as a draft until your team reviews it and hits send.
Like every Infinary agent, it drafts — a person on your team approves before anything is posted.
What it does
The Collections Clerk builds the day's receivables picture from open invoices and payment history, tiers overdue balances by age, and drafts a reminder per customer: a friendly nudge at 30 days, a firm note listing invoices and amounts at 60, an escalation naming next steps beyond 90. A usually-prompt customer gets a softer note; a disputed account is skipped entirely, and the daily summary says so. It never sends email and never submits a document — every balance cites the invoices behind it, and everything waits for a person.
- Status
- Live
- Runs
- Every morning at 7 a.m.
- Cost per run
- Up to $2
- Review
- Creates drafts only — you approve before anything is posted.Pauses for your sign-off before it writes anything.
- What it reads
- your existing reports, your records, live totals and history
The Problem Today
"Nobody likes chasing money, so it happens inconsistently — and invoices drift from 30 days overdue to 90 while working capital sits in other people's bank accounts."
How Infinary Handles It
The chasing becomes a steady morning rhythm: reminders drafted in the right tone for each customer, waiting in a queue for your team to review and send. Consistent, polite, and always signed off by a person.
What a run looks like
What a run looks like
At a design-and-build firm running its books on the platform, the 7 a.m. run finds a dozen customers overdue. Most get a friendly nudge; one slow-paying general contractor gets a firmer note listing the invoices; one account is skipped because its balance is under dispute — and the summary names it.
The office manager reads the queue with the first coffee, softens one draft for a longtime client, and sends the rest. Ten minutes, every overdue account chased, every message human-approved.
Collections Clerk
How It Works
Step
By Step
Read
It reads open invoices, outstanding balances, and each customer's payment history.
Analyze
It tiers what's overdue at 30, 60, and 90 days, and matches tone to how each customer usually pays.
Draft
It drafts a reminder per customer and a daily summary — skipping disputed accounts, and saying so.
You approve
Your team reviews each reminder and hits send. Nothing mails itself.
What Changes
What You Get
The aging picture is rebuilt each morning — nothing drifts unnoticed from 30 days to 90.
Every reminder's figures cite the invoices behind them.
Disputed accounts are skipped and named, and no reminder sends itself.
